Broken Silicon 69: AMD Market Share 2021, Nvidia’s Lead, Intel’s Future | Semiconductor Analyst Chris Rolland
Added 2020-10-06 19:24:58 +0000 UTCDid wall street see AMD’s comeback coming? Do investment firms perceive the Ampere launch as more successful than Turing? How do investors see Intel’s future? Chris Rolland, Semiconductor Analyst at Susquehanna International Group, joins Tom to discuss.
0:00 Who is our guest? What does a Sell Side Semiconductor Analyst do?
7:15 Remembering when AMD almost went out of business.
10:48 Nvidia’s Mining Boom (Fortnite boom lol)
15:20 Zen 1 – were Financial Analysts Impressed?
20:22 Intel’s 10nm “Faceplant” & Failure to Take AMD’s Resurgence Seriously
30:00 AMD October 8th (Zen 3) Presentation Expectations
38:03 RDNA 2 Expectations, Thoughts on Turing & Ampere
45:14 AMD’s ability to take Market Share
53:00 How does Wallstreet view Ampere’s Launch?
58:10 The Nvidia ARM Deal
1:03:28 Intel’s Mountain of Cash – how much does it matter?
1:09:55 RISC-V
1:11:07 Is TESLA overvalued?
Chris: https://www.linkedin.com/in/christopher-rolland-6412a179/
https://www.techradar.com/uk/news/amd-announced-the-ryzen-9-3950x-a-16-core-mainstream-processor
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://twitter.com/mooreslawisdead/status/1312822947493670912
https://twitter.com/Avery78/status/1312805847475474434
Comments
Tom, great pick for a fucking guest today dude, get more finance heads and Business bobs cause that is how you make tech interesting and investible for the suit cult .
Michael Costa
2020-10-07 13:53:42 +0000 UTCThe name reading at the end has gotten quite a bit longer than it used to be. Nice work.
2020-10-07 07:10:11 +0000 UTCInteresting so far! (20ish minutes). AMD did game a scenario in which semi-custom spun off as the surviving part of the company, iirc. I guess “spin everything else off is probably more accurate!
TSPCFS
2020-10-07 05:52:55 +0000 UTCHi Tom, Thanks for the quick reply. Yes, I caught that.... but as an analyst I would have thought that he would have had his mind around the size and scale of the upcoming Sony and Microsoft releases that encompass the RDNA2 "light" versions of AMD's tech. These, according to your own previous youtube videos and broken silicon episodes, should sell millions of units over the next few years. I would like to know how these additional revenue streams tie into projected GPU, CPU, and server market share gains. PS. I know you covered a lot of important ground today, and for that I am grateful. I just thought this was and is an important segment of AMD's business model that seemed to be passed over today. Thanks again.
2020-10-07 00:45:43 +0000 UTCHe did touch on that - it was incredibly important for AMD to have both XB1 & PS4...but it only strengthens their position...it isn't a silver bullet for their overall competitiveness.
Moore's Law Is Dead
2020-10-07 00:34:46 +0000 UTCAlso, there was an omission of the role that the new console business from Microsoft and Sony would have on AMD's future.... Please comment if possible.
2020-10-06 23:27:16 +0000 UTCNice, but I thought there was one glaring analysis that was missing.... What impact is big navi going to have on the GPU side of AMD's market share and corresponding impact on Nvdia?
2020-10-06 23:14:52 +0000 UTCNice
Dominik Koc
2020-10-06 20:32:10 +0000 UTCNice
Mang0 Bandit0
2020-10-06 19:27:11 +0000 UTC
